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SBI Banking & Financial Services Fund vs Invesco India Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7999 Cr | ₹1372 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 14 Jul 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 29% |
| Expense Ratio | 1.81 | 2.19 |
| Manager | Pradeep Kesavan | Dhimant Kothari |
| ISIN Code | INF200KA1473 | INF205K01155 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 4.42% | 3.85% |
| 6 Month | 11.95% | 9.55% |
| 1 Year | 13.79% | 14.25% |
| 3 Year | 24.12% | 27.45% |
| 5 Year | 23.04% | 23.59% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 12.95% | 14.52% |
| 1 Year | 28.01% | 26.86% |
| 3 Year | 24.28% | 25.39% |
| 5 Year | 20.49% | 21.83% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 17.32% | 17.1% |
| 3 Year | 15.07% | 15.79% |
| 5 Year | 13.5% | 15.31% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | 13.46% | 14.79% |
| Sharp | 1.02% | 1.08% |
| Beta | 0.83% | 0.88% |
| Alpha | 6.17% | 7.99% |
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Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhimant Kothari |
| Total AUM | ₹434274 Cr | ₹8118 Cr |
| Funds Managed | 43 | 7 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 3.18 | 6.4 |
| Mid Cap | 20.01 | 17.73 |
| Large Cap | 67 | 59.18 |
| Small Cap | 9.81 | 16.68 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 3.18 | 3.78 |
| Financial Services | 96.82 | 94.22 |
| Healthcare | - | 1.07 |
| Technology | - | 0.93 |
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